client stories
Discover how our clients have partnered with Thompson Wealth Management to achieve financial independence and confidently build a future they love
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our impact
putting you &
your goals first
Our team is dedicated to give you the best experience when helping you prepare for your retirement.
Prioritizing client relationships
Knowledge that refines strategy
Holistic, integrated approach
hear from our trusted clients
Whenever I go for a progress meeting, I always feel like the meeting is personalized and that Neal is always looking out for my best interest. The team at Thompson Wealth Management is welcoming, friendly, professional, and helpful.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Jane A.
Contacting Neal was one of the best decisions I made as I approached retirement. During our initial meeting, he provided me with clear, concise, and accurate information on benefits, options, and future income. His guidance was spot on!
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
William B.
I was able to feel completely confident in moving forward with my planned retirement after almost 40 years with the federal government because of working with Neal and his professional team. His expertise, thorough knowledge of the federal government retirement system, stellar customer service, has helped me realize many of my short term and long term retirement goals.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
MarLynn S.
Working for the Federal Government can be extremely rewarding, but the complexities of the various retirement options can be daunting. Thanks to Neal’s wealth of knowledge on Federal retirement programs, I was able to confidently and comfortably retire recently. Having his knowledge at your fingertips in the form of this book is of tremendous value!
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Steve S.
We have an excellent rapport with Neal and the staff. He is able to present the useful information he has prepared to us in the progress meetings, while also reponding flexibly to our questions and concerns and keeping up to date about our personal activities and situation.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Randy K.
Neal is exceptional at managing our finances. We trust that he has our best interest in mind, and he clearly communicates our current financial situation and suggestions to obtain our future goals.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Mary T.
Meeting with my professional financial advisor made me feel like I had someone else looking out for my best interests. It is great peace of mind. Maarten was knowledgeable, caring and supportive of my goals. I am looking forward to working with him for a long time!
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Angela M.
As a federal employee nearing retirement, the three qualities that led me to Neal Thompson are his unmatched knowledge of the federal pay and retirement system, his judicious advice, and, perhaps most importantly for me, his outstanding client care. Even as his business has thrived and expanded, Neal still finds time and makes the effort to maintain a quality client relationship with me.
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Brandon I.
prioritizing what matters most
We're here to help you achieve your goals. Here's what you can expect when you start working with us:
don't take our word for it, see what our clients are saying
"Always available when I need the team, very responsive, highly knowledgeable, engaging and receptive to my needs."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
Christian W.
"Professional, never feel rushed, listens to our questions, follow up is always timely, and most important- trust worthy."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
debra b.
"I feel valued as a client and appreciate the assistance with my financial matters."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
linda m.
"The personal one on one service I receive is remarkable."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
amy s.
"Professionalism, industry knowledge and a willingness to go the extra mile."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
jeff b.
"Aside from that he 100% confidence I have, Neal and his entire team are outstanding human beings."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
toni m.
"We have been with TWM since inception, and have never had a concern as to whether or not our interests and/or goals are what drives the firm."
The testimonial may not be representative of the experience of other clients. The testimonial is not indicative of future performance.
patti & ken s.
you're a few steps away
take control of your future
Schedule a 1-on-1 Consultation
Fill out our inquiry form to schedule a $350 discovery meeting with our team (Complimentary consultations available for those within 36 months of their retirement date). We will share a list of required documents prior to meeting to ensure you get the most out of your consultation.
Discuss Your Retirement Goals
In this initial consultation we will conduct an in-depth discussion of your financial history, current situation, and future goals. Key topics covered during your discovery meeting include retirement, cash flow analysis, investments, taxes, insurance, estate planning, financial milestones, life events, and more.
Get a Personalized Retirement Plan
Join us for a second meeting where our team will present a detailed plan tailored to your goals, with actionable steps on how to prepare for retirement.